A complete list of active advisors currently associated with Global Brokerage Services, Inc.

Warmer can help you find a great advisor at Global Brokerage Services, Inc. or one who fits your needs even better.

Global Brokerage Services, Inc. provides wrap‑fee advisory programs and portfolio management primarily for individual clients—including high‑net‑worth individuals—as well as retirement accounts, trusts and employee benefit plans. The firm also reports an unusually broad institutional and governmental client mix for a team of its size, including banking and thrift institutions, insurance companies, state and municipal entities, other investment advisers, and in one instance a sovereign wealth fund; it manages roughly $137 million on a non‑discretionary basis across about 386 client relationships. The firm delivers advice through its investment adviser representatives using a documented risk‑tolerance questionnaire and client‑selected asset allocations, recommending model portfolios, third‑party managers, mutual funds and ETFs available on an Envestnet platform. Envestnet provides portfolio trading, rebalancing, billing and reporting while the firm’s programs are structured as wrap arrangements and are operated primarily on a non‑discretionary basis, so clients retain ultimate trading authority within the chosen program. Notable operational features disclosed in the brochure include the firm’s dual role as a fully disclosed broker‑dealer and SEC‑registered adviser, its sponsorship of wrap fee programs, and its requirement that managed accounts use a designated custodian/clearing firm. The firm also has affiliated accounting and insurance activities and dually‑licensed representatives, which the firm says it addresses through supervisory procedures, a code of ethics and ongoing disclosures—characteristics that are less common among peer team‑sized advisers.

To learn more about the advisors currently working at Global Brokerage Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.